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Events

Home/Events
EventsDaniel Kodam2025-06-02T04:20:15-07:00

Principles of Preserving Wealth Seminar

Date and Time

Tuesday May 7, 2024
5:30 PM - 7:00 PM PDT

Location

Zephyr Grill & Bar
1736 First Street
Livermore, CA  94550

1736 First Street Livermore CA 94550

Website

https://www.unclecu.org/wealth-seminar-rsvp/

Principles of Preserving Wealth Semin...

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Description

The Principles of Preserving Wealth
Hosted by Ernest Collins
Financial Advisor, Cetera Investment Services
Vice President, UNCLE Credit Union
Insurance License: 0J14325

Join us for an UNCLE Wealth Management seminar focusing on the Principles of Preserving Wealth.

When: Tuesday, May 7th at 5:30 PM
Where: Zephyr Grill & Bar, Livermore
 
At this seminar, we will discuss effective estate management strategies to protect your assets for future generations, as well as the significance of your family's financial stability and wealth transfer options. 
 
Space is limited! Reserve your spot today.

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